IMPORTANT DISCLOSURE INFORMATION
Please do not forget that previous efficiency isn’t any assure of future outcomes. Various kinds of investments contain various levels of threat, and there could be no assurance that the long run efficiency of any particular funding, funding technique, or product (together with the investments and/or funding methods really helpful or undertaken by Monument Capital Administration, LLC [“Monument”]), or any non-investment associated content material, made reference to instantly or not directly on this weblog will probably be worthwhile, equal any corresponding indicated historic efficiency stage(s), be appropriate to your portfolio or particular person scenario, or show profitable. Because of numerous elements, together with altering market situations and/or relevant legal guidelines, the content material might not be reflective of present opinions or positions. Furthermore, you shouldn’t assume that any dialogue or data contained on this weblog serves because the receipt of, or as an alternative choice to, customized funding recommendation from Monument. To the extent {that a} reader has any questions relating to the applicability of any particular problem mentioned above to his/her particular person scenario, he/she is inspired to seek the advice of with the skilled advisor of his/her selecting. No quantity of prior expertise or success ought to be construed {that a} sure stage of outcomes or satisfaction will probably be achieved if Monument is engaged, or continues to be engaged, to supply funding advisory companies. Monument is neither a legislation agency nor an authorized public accounting agency and no portion of the weblog content material ought to be construed as authorized or accounting recommendation.
A replica of Monument’s present written disclosure Brochure discussing our advisory companies and costs is accessible for overview upon request or at www.monumentwealthmanagement.com/disclosures. Please Be aware: Monument doesn’t make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any data ready by any unaffiliated third get together, whether or not linked to Monument’s web site or weblog or integrated herein, and takes no duty for any such content material. All such data is offered solely for comfort functions solely and all customers thereof ought to be guided accordingly.
Historic efficiency outcomes for funding indices, benchmarks, and/or classes have been offered for basic informational/comparability functions solely, and usually don’t replicate the deduction of transaction and/or custodial expenses, the deduction of an funding administration payment, nor the influence of taxes, the incurrence of which might have the impact of reducing historic efficiency outcomes. It shouldn’t be assumed that your Monument account holdings correspond on to any comparative indices or classes. Please Additionally Be aware: (1) efficiency outcomes don’t replicate the influence of taxes; (2) comparative benchmarks/indices could also be kind of risky than your Monument accounts; and, (3) an outline of every comparative benchmark/index is accessible upon request.
Please Bear in mind: In case you are a Monument shopper, please contact Monument, in writing, if there are any modifications in your private/monetary scenario or funding aims for the aim of reviewing/evaluating/revising our earlier suggestions and/or companies, or if you need to impose, add, or to change any cheap restrictions to our funding advisory companies. Except, and till, you notify us, in writing, on the contrary, we will proceed to supply companies as we do presently. Please Additionally Bear in mind to advise us in case you have not been receiving account statements (no less than quarterly) from the account custodian.